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iShares Russell Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SPIA
76
Steward Partners Investment Advisory
New York
$36.7M -$387K -4,758 -1%
Corient Private Wealth
77
Corient Private Wealth
Florida
$36M +$1.98M +24,314 +6%
DWM
78
Dakota Wealth Management
Florida
$35.7M +$970K +11,921 +3%
SI
79
Stephens Inc
Arkansas
$35.3M +$919K +11,285 +3%
FFA
80
First Foundation Advisors
California
$35.3M +$1.15M +14,127 +3%
AF
81
Alerus Financial
North Dakota
$33.9M +$247K +3,034 +0.7%
SG
82
StoneX Group
New York
$33.9M +$1.79M +22,023 +6%
TCBWMS
83
Texas Capital Bank Wealth Management Services
Texas
$33.4M -$4.31M -52,920 -11%
CAPTRUST Financial Advisors
84
CAPTRUST Financial Advisors
North Carolina
$29.2M +$14.9K +183 +0.1%
RWA
85
River Wealth Advisors
Pennsylvania
$28.8M +$1.04M +12,817 +4%
SNB
86
Security National Bank
Nebraska
$27.8M
SIA
87
Stegner Investment Associates
Kentucky
$27.7M -$470K -5,778 -2%
MCM
88
MAI Capital Management
Ohio
$27.2M +$1.32M +16,228 +5%
Thrivent Financial for Lutherans
89
Thrivent Financial for Lutherans
Minnesota
$26.2M -$80.3K -986 -0.3%
DADC
90
D.A. Davidson & Co
Montana
$26.1M +$509K +6,255 +2%
Brown Advisory
91
Brown Advisory
Maryland
$24.8M +$28.2K +346 +0.1%
MML Investors Services
92
MML Investors Services
Massachusetts
$24.7M -$367K -4,514 -1%
CT
93
Coastline Trust
Rhode Island
$24.5M +$151K +1,852 +0.6%
CCM
94
Coldstream Capital Management
Washington
$24.3M -$1.14M -14,029 -4%
SV
95
Starboard Value
New York
$24.3M -$18.3M -225,000 -43%
CIG
96
Consolidated Investment Group
Colorado
$23.3M
XF
97
XML Financial
Maryland
$22.1M -$228K -2,799 -1%
BlackRock
98
BlackRock
New York
$22M -$4.95M -60,760 -18%
HFS
99
Hantz Financial Services
Michigan
$21.9M -$2.02M -24,872 -8%
SIC
100
Sigma Investment Counselors
Michigan
$21.8M -$220K -2,706 -1%